CRM Long/Short Opportunities Fund Institutional (CRIHX)
13.20
-0.06
(-0.45%)
USD |
Aug 25 2026
CRIHX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 48.58% |
| Stock | 40.84% |
| Bond | 10.06% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.51% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 87.86% |
|---|---|
|
North America
|
87.89% |
| Canada | 3.05% |
| United States | 84.84% |
|
Latin America
|
-0.03% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.93% |
|---|---|
| United Kingdom | -0.41% |
|
Europe Developed
|
-0.09% |
| Ireland | -0.02% |
| Netherlands | -0.07% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
2.44% |
| Israel | 2.44% |
| Greater Asia | -0.03% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
-0.00% |
| Australia | -0.00% |
|
Asia Developed
|
-0.03% |
| Singapore | -0.03% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 10.24% |
|---|
Bond Credit Quality Exposure
| AAA | 0.00% |
| AA | 45.19% |
| A | 0.00% |
| BBB | 0.00% |
| BB | 0.00% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 54.81% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
14.32% |
| Materials |
|
-0.13% |
| Consumer Discretionary |
|
11.21% |
| Financials |
|
1.02% |
| Real Estate |
|
2.22% |
| Sensitive |
|
41.09% |
| Communication Services |
|
-1.48% |
| Energy |
|
6.74% |
| Industrials |
|
23.00% |
| Information Technology |
|
12.82% |
| Defensive |
|
10.81% |
| Consumer Staples |
|
-3.43% |
| Health Care |
|
4.81% |
| Utilities |
|
9.43% |
| Not Classified |
|
-0.01% |
| Non Classified Equity |
|
-0.01% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 100.0% |
| Corporate | 0.00% |
| Securitized | 0.00% |
| Municipal | 0.00% |
| Other | 0.00% |
Bond Maturity Exposure
| Short Term |
|
84.30% |
| Less than 1 Year |
|
84.30% |
| Intermediate |
|
15.70% |
| 1 to 3 Years |
|
15.70% |
| 3 to 5 Years |
|
0.00% |
| 5 to 10 Years |
|
0.00% |
| Long Term |
|
0.00% |
| 10 to 20 Years |
|
0.00% |
| 20 to 30 Years |
|
0.00% |
| Over 30 Years |
|
0.00% |
| Other |
|
0.00% |
As of March 31, 2026